2027 Medicare Annual Enrollment Period

Everything you need, all in one place

If you're reading this page, it means you've been invited to provide information for Lisa to enhance her ability to serve you throughout the upcoming 2027 Medicare Annual Open Enrollment Period.

Below you'll find a link to complete my 2027 Medicare Review form, and link to download a copy of the mandatory Scope of Appointment (SOA) form. You may upload your completed SOA at the secure file upload link below, or request that I send you an electronic copy of the SOA form by email or text.

2027 MEDICARE REVIEW FORM

You're invited to electronically complete a voluntary Medicare Review Form. You may complete as much, or as little information as you wish. This encrypted form includes a request to schedule a time to meet for our annual phone appointment, and discuss plan options you may be interested in.

Click HERE to open the form.

   You will be redirected to a secure website.

SCOPE OF APPOINTMENT FORM

You're invited to download a copy of the Scope of Appointment form. You may print, complete, scan, and upload a copy of the form through my secure link. Or, request that I send you an electronic copy of the via email or text.

Click HERE to download the paper form.

Please upload completed .pdf form to my secure file transer link HERE.